Mark Sheptoff Financial Planning’s Goldman Sachs GS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21.9K	Buy	31 +6	+24%	+$4.25K	0.01%	262
2025 Q1	$13.7K	Hold	25	–	–	0.01%	287
2024 Q4	$14.3K	Hold	25	–	–	0.01%	285
2024 Q3	$12.4K	Buy	+25	New	+$12.4K	0.01%	286
2020 Q3	–	Sell	-20	Closed	-$4K	–	346
2020 Q2	$4K	Hold	20	–	–	﹤0.01%	307
2020 Q1	$3K	Hold	20	–	–	﹤0.01%	294
2019 Q4	$5K	Hold	20	–	–	﹤0.01%	316
2019 Q3	$4K	Hold	20	–	–	﹤0.01%	309
2019 Q2	$4K	Hold	20	–	–	﹤0.01%	298
2019 Q1	$4K	Hold	20	–	–	﹤0.01%	302
2018 Q4	$3K	Sell	20 -51	-72%	-$7.65K	﹤0.01%	294
2018 Q3	$16K	Buy	71 +1	+1%	+$225	0.01%	253
2018 Q2	$16K	Hold	70	–	–	0.01%	238
2018 Q1	$18K	Buy	70 +30	+75%	+$7.71K	0.01%	240
2017 Q4	$10K	Hold	40	–	–	0.01%	280
2017 Q3	$9K	Hold	40	–	–	0.01%	296
2017 Q2	$9K	Sell	40 -1	-2%	-$225	0.01%	282
2017 Q1	$9K	Buy	41 +1	+3%	+$220	0.01%	283
2016 Q4	$10K	Hold	40	–	–	0.01%	269
2016 Q3	$6K	Hold	40	–	–	﹤0.01%	283
2016 Q2	$6K	Hold	40	–	–	﹤0.01%	271
2016 Q1	$6K	Sell	40 -20	-33%	-$3K	﹤0.01%	272
2015 Q4	$11K	Sell	60 -22	-27%	-$4.03K	0.01%	268
2015 Q3	$14K	Buy	82 +22	+37%	+$3.76K	0.01%	228
2015 Q2	$13K	Hold	60	–	–	0.01%	252
2015 Q1	$11K	Hold	60	–	–	0.01%	259
2014 Q4	$12K	Hold	60	–	–	0.01%	255
2014 Q3	$11K	Hold	60	–	–	0.01%	269
2014 Q2	$10K	Hold	60	–	–	0.01%	274
2014 Q1	$10K	Buy	+60	New	+$10K	0.01%	281